Stanton Chase

Customer Case Story

Empowering Stanton Chase’s marketing team to administer template updates, and helping everyone create documents more efficiently

Founded in 1990, Stanton Chase is one of the world’s top ten executive search firms, with 76 boutique practices in over 46 countries. The nature of their work means Stanton Chase employees create many documents and presentations, and send thousands of emails to top executives daily. Due to this executive clientele, professionalism and brand consistency is extremely important.

Prior to implementing Templafy, each office stored document templates in local folders, making governance and central updates impossible. Any changes to document templates and email signatures were made manually by individual employees, following detailed email instructions from the marketing team. Both the manual updating, and the email communication, were time-consuming and difficult to control.

Stanton Chase’s Marketing Director, Franz Rois, experienced this inefficiency first-hand: “When we had to change a template, we sent emails to all the offices for them to use the new templates. And some employees did, but some didn’t. Then we’d see international teams coming together for international clients, and they used different versions of the same documents. I spent a considerable amount of time policing corporate visual identity.”

Why Templafy

Stanton Chase chose Templafy to help them centrally administer and deploy document templates and email signatures. “The nicest thing about Templafy is that we can do a centralized update in one place – we don’t have to update over 76 offices, or inform everyone about it,” says Franz Rois, Marketing Director at Stanton Chase.

Stanton Chase employees are also saving time during their workdays: “I’ve received several positive remarks that Templafy is very useful, and has sped up employee’s work. When they have a new presentation, they just download it, tweak it, and 5 minutes later it’s ready for clients.”

Templafy’s Email Signature Manager also helps Stanton Chase ensure their corporate visual identity is up-to-date and consistent:

“It just works. We used to have problems with formatting, and now everyone has their email signatures in the right format. It’s really easy for people to adhere to our corporate standards because it’s automatic - and changes are also implemented automatically. Once the team has Email Signature Manager, boom! You know everything is correct.”

Franz Rois,
Marketing Director,
Stanton Chase

Stanton Chase’s Microsoft Word templates are accessed and customized with Templafy’s taskpane.



Stanton Chase’s standard PowerPoint presentation template is easily customized with premade team slides from the Templafy taskpane. With Templafy, Stanton Chase’s employees have everything they need to quickly access relevant content, and build on-brand presentations.



Templafy’s Email Signature Manager personalizes each Stanton Chase employee’s email signature with their contact information and the latest corporate email signature design, containing the correct logos and disclaimers.



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